Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 66 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$17,000
-50.0%
633
-55.7%
0.00%
-50.0%
Q3 2020$34,000
+3.0%
1,4280.0%0.01%
-11.1%
Q2 2020$33,000
+6.5%
1,4280.0%0.01%
-10.0%
Q1 2020$31,000
-27.9%
1,4280.0%0.01%
-9.1%
Q4 2019$43,000
+2.4%
1,4280.0%0.01%
-8.3%
Q3 2019$42,000
-2.3%
1,4280.0%0.01%0.0%
Q2 2019$43,0000.0%1,4280.0%0.01%0.0%
Q1 2019$43,000
+10.3%
1,4280.0%0.01%0.0%
Q4 2018$39,000
-4.9%
1,4280.0%0.01%0.0%
Q3 2018$41,000
-2.4%
1,4280.0%0.01%
-7.7%
Q2 2018$42,0000.0%1,4280.0%0.01%
-7.1%
Q1 2018$42,000
-2.3%
1,4280.0%0.01%0.0%
Q4 2017$43,000
+2.4%
1,4280.0%0.01%
-6.7%
Q3 2017$42,000
+2.4%
1,4280.0%0.02%0.0%
Q2 2017$41,000
+5.1%
1,4280.0%0.02%0.0%
Q1 2017$39,000
+2.6%
1,4280.0%0.02%
-6.2%
Q4 2016$38,000
-11.6%
1,4280.0%0.02%
-15.8%
Q3 2016$43,000
+2.4%
1,4280.0%0.02%
-5.0%
Q2 2016$42,0000.0%1,4280.0%0.02%
-4.8%
Q1 2016$42,000
+5.0%
1,4280.0%0.02%0.0%
Q4 2015$40,0000.0%1,4280.0%0.02%
-4.5%
Q3 2015$40,000
-4.8%
1,4280.0%0.02%0.0%
Q2 2015$42,000
-4.5%
1,4280.0%0.02%
-4.3%
Q1 2015$44,000
+2.3%
1,4280.0%0.02%0.0%
Q4 2014$43,000
+2.4%
1,4280.0%0.02%
-4.2%
Q3 2014$42,000
-8.7%
1,4280.0%0.02%
-7.7%
Q2 2014$46,000
+7.0%
1,4280.0%0.03%
+4.0%
Q1 2014$43,000
-2.3%
1,4280.0%0.02%
-13.8%
Q4 2013$44,0001,4280.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 315,071$6,531,4221.55%
Upper Left Wealth Management, LLC 61,127$1,267,1631.44%
Old Port Advisors 123,181$2,584,3390.93%
MARYLAND CAPITAL ADVISORS INC. 46,770$969,5430.86%
Running Point Capital Advisors, LLC 55,506$1,150,6390.70%
Family Firm, Inc. 92,293$1,913,2280.53%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 346,177$7,176,2420.49%
AWM CAPITAL, LLC 73,708$1,527,9670.43%
AGILIS PARTNERS LLC 46,385$9620.42%
Financial Alternatives, Inc 16,752$347,2690.33%
View complete list of ISHARES TR shareholders